Find a form

Select the forms you need below

Please submit these forms to any of our Client Service Centers or mail to:

Sun Life of Canada (Philippines), Inc.

c/o Integrated Services Department

3/F Sun Life Centre

5th Avenue corner Rizal Drive

Bonifacio Global City

Taguig City 1634

Please do not fax the forms as we need your original signature.

You can also obtain the service forms from your agent or from any of our Client Centers.

Instructions: (you must have Adobe Acrobat Reader installed in your PC)

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  • Print, complete and sign the form before submitting it or you may fill out the form online by clicking on the boxes provided before printing and signing it.

Insurance

*Forms updated as of August 5, 2020

Financial Amendment Form

Use this form for different contractual and non-contractual changes in your life insurance and/or pre-need plans (i.e. Paid-up, Change in Plan/Face Amount, Addition/Deletion of Riders, Change of Mode, etc). Depending on the kind of policy or plan change you request, we will get in touch with you for possible additional requirements.

Name Change Request Form (Previously Non-Financial Amendment Form)

Use this form if you are correcting or updating the names of the life insured or policyowner.

Beneficiary Change Request Form (Previously Non-Financial Amendment Form)

Use this form if you are adding, deleting or changing the death beneficiaries of your policy.

Advisor Change Request

This form is used to request for, or designate a new servicing advisor.

Address and Contact Information Request

Use this form to request for change in address and contact information.

The form may also be used to enroll to E-Notice and E-OR facilities for timely receipt of billing notices and official receipts.

Appointment/Change of Endowment Beneficiary

Use this form to designate or change your endowment beneficiary if your life insurance policy is an endowment plan with regular anticipated endowment (“AE”) payouts and a full maturity benefit.

Assignment as Collateral Security

Use this form if you are assigning the policy as a collateral for a loan from a lending institution or individual creditor

Release of Assignment as Collateral Security

Use this form upon full settlement of a loan, to release assignment of the policy as a collateral security to a lending institution or individual creditor

Absolute Assignment for Value

Use this to transfer ownership of the policy.

Request for Premium Offset

Use this to request that your policy be put under the Premium Offset arrangement. Check the FAQs page to know more about this option.

Request Form for Deposit of Proceeds

Use this form if you want the proceeds of your Maturity, Death, or Living benefit (HIB, CIB, etc...) claims deposited to a specific bank account.

Authorization Form for Dividend/Endowment Benefit/Special Paid-Up Bonus

Use this to authorize Sun Life to withdraw your dividends/endowment benefit/special paid-up bonus or apply them to pay your loan or premium due. This is also used to request for change of your dividend option, endowment benefit pay-out option and/or special paid-up bonus option.

Declaration of Loss (Policy Contract/Plan Agreement) - with previous from title of  'Lost Policy/Plan Declaration'

This form is used to request for a Loss of Policy Memorandum (LPM) or to reprint a lost policy contract/plan agreement.  

Note:  Please use US Legal paper (8.5” x 14”) when printing this form.

Request for Change in Premium Rate Basis
Use this to apply for change from Smoker to Non-smoker rate.

Application for an Advance (Loan)

Use this to avail of a loan from your policy.

VUL - Evidence of Insurability Questionnaire for Excess Premiums

Use this form if payment of excess premiums/top ups will be subject to Evidence of Insurability

Variable Life Insurance - Request For Fund Switching/Allocation and Excess Premium Form

Use this form to make changes in your variable life insurance policy such as Change Relating to Excess Premium, Fund Switching, Change of Fund Allocation Instruction for Future Deposits/Premiums and other contractual/non-contractual changes (i.e. change in birthdate, change in sex code, reduce in face amount, addition/deletion of riders, removal of extra rating, address change, modal change, etc.). Depending on the kind of policy change you will be requesting, we will get in touch with you for possible additional requirements.

VUL - Request for Fund Withdrawal

Use this form to make fund withdrawals from your variable life insurance policy. You need to specify the number of units or the amount to be withdrawn and the Investment Fund/s from which such amount or units shall be withdrawn.

US Dollar Cash Payment Breakdown Form

Use this form when remitting US Dollar Cash payments.

Remittance Instruction Form

Use this to request for your disbursement to be credited to your BPI account.

BPI Auto-Debit Arrangement Enrollment Form

Use this to enroll your policy for Automatic Debit Arrangement (ADA) to your BPI Checking or Savings account. This is available for renewal premiums of peso-denominated traditional and VUL policies.

BDO Auto-Debit Arrangement Enrollment Form

Use this to enroll your policy for Automatic Debit Arrangement (ADA) to your BDO Checking or Savings account. This is available for renewal premiums of peso-denominated traditional and VUL policies.

Visa/Mastercard Premium Payment Enrollment Form

Use this to enroll your policy for Automatic Charging to your VISA or Mastercard credit card. This is available for renewal premiums of peso-denominated traditional life policies.

Certification Re New Signature

Use this to notify us of changes to your signature as it appears on the original application form submitted to us.

Simplified Reinstatement Offer Form

Use this if your policy or plan has been lapsed for not over than 90 days from your last premium due date.

Personal Declaration of Insurability (Age 16 & over)

Use this if life insured is 16 years old or above (adult) and policy has been lapsed for over than 90 days from the last premium due date.

If the policy includes a waiver of premium benefit, the policy owner should also complete a Personal Declaration of Insurability form. We will advise you for possible additional requirements.

Personal Declaration of Insurability (Child under age 16)

Use this if life insured is below 16 years old (child) and policy has been lapsed for over than 90 days from the last premium due date. We will advise you for possible additional requirements.

Investments

*Forms updated as of February 18, 2021

SLAMCI Welcome Kit

Account Opening (Individual) – DES Version - (with previous form title of Investor Information Form, Investor Profile Questionnaire and Order Ticket – New) - Accomplish this form to open an account. 

Application for Additional Co-Investor – DES Version - Accomplish this form to add an investor

Account Opening (Institutions) – DES Version - Accomplish this form to open a new mutual fund account for institutional clients.
Investor Suitability Assessment (Institutions) - Accomplish this form to assess the institution’s investment risk profile.

Confirmation of In-Trust-For (ITF) Arrangement (with previous form title of Confirmation of ITF Agreement Form)   – Use this form along with the Account Opening Form when opening an account on behalf of a minor

Application for Reduced Sales Load (with previous form title of Letter of Intent Form) – Use this form if you want to avail of the reduced front-end sales load privilege.

Sun RISE Account Opening Form – DES Version - Accomplish this form if you wish to enroll in your company's existing Sun RISE program

Sun Synergy Client Authorization Form - Submit this form if you want automatic payment of life insurance renewal premium from your Mutual Fund investment.

Sun Life Prosperity Card Purchase Form

Proxy Form – Use this form to authorize a proxy who will attend shareholder meetings during your absence.

Authority to Transact (with previous form title of Trading Authorization and Indemnification Form) – Use this form to authorize a person to transact on your behalf. The person you authorize shall be designated as your “Authorized Representative.”

Checklist for Account Opening (with previous form title of Initial Investment Checklist for Basic Mandatory Requirements) - This is the checklist of what needs to be submitted.

Checklist for Account Opening (Institutions) – Use this checklist to ensure the completeness of account opening requirements for institutional clients.

Supplement for Units - Use this supplement form to invest, switch or redeem unit(s) of any applicable Sun Life Prosperity Fund(s)

 

 

While the required forms for opening a Sun Life Prosperity Fund account are available, we highly encourage you to get in touch with a Sun Life Mutual Fund Advisor to thoroughly understand the benefits and risks of investing in mutual funds. SLAMCI shall only accept Account Opening Forms duly signed by a Sun Life Mutual Fund Advisor.

 

*Note: Links lead to downloadable PDF files. Please use US Legal paper (8.5” x 14”) when printing this form except for Sun Synergy Client Authorization Form and Proxy Form .

Request for Additional Investment – DES Version - Accomplish this form to add to your existing investments. Please attach applicable proof payment (e.g. deposit slip, money transfer receipt, etc...).

Application for Reduced Sales Load (with previous form title of Letter of Intent Form )- Use this form if you want to avail of the reduced front – end sales load privilege.

Auto-Invest Enrollment Form  (with previous title of Sun Life Prosperity Funds Auto-Invest Enrollment Form ) – Use this if you want to automatically debit investments from your bank account.

SLAMCI Auto-Invest Cancellation Form

SLAMCI Auto-Invest Amendment Form

Sun Life Prosperity Card Purchase Form

BDO ADA Form

BPI ADA Form

Bills Payment with BPI Form

Security Bank ADA Form

Metrobank ADA Form

Request for Redemption/Fund Switch – DES Version - Use this to redeem or transfer your investments. Attach original share certificate (if available).

Request for Check Uncrossing Form – applicable for requests for uncrossed checks.

Client Information Update Form – Use this form to update information about your account. (i.e. Change of Name, Change of Legal Residence, Change of Citizenship, etc.).

Proxy Form – Use this form if you have not submitted the proxy form upon account opening.

Checklist for Subsequent Transactions (with previous form title of Subsequent Investment Checklist for Basic Mandatory Requirements)-This is the checklist of the necessary documents.

Advisor Change Request  (with previous form title of Service Request Form) – Use this to have your advisor changed.

Supplement for Units - Use this supplement form to invest, switch or redeem unit(s) of any applicable Sun Life Prosperity Fund(s)

 

Completed forms may be submitted to your Sun Life Mutual Fund Advisor or to any of the Sun Life Financial offices.

*Note: Links lead to downloadable PDF files. Please use US Legal paper (8.5” x 14”) when printing this form except for Request for Check Uncrossing Form, Non-Financial Amendment Form and Advisor Change Request .

Pre-Need

Request Form for Deposit 
Use this form if you want the termination value of your Pre-Need plan deposited to a specific bank account.

Surrender of Plan Agreement Form
Use this form if you choose to terminate your Pre-Need plan.

Application for Reinstatement and/or Declaration of Good Health and Insurability
Use this if the plan has lapsed for more than 90 days from the last unpaid installment due date. We will advise you for possible additional requirements.

Election Method of Benefit Payment - Pre-need Pension Plan Maturity Benefit
Use this to indicate the manner in which you wish to receive your Pension Plan Maturity Benefit in accordance with the Methods of Benefit Payment Provision of your Plan Agreement then submit to Claims Services Section no later than sixty (60) days before maturity.

Name Change Request Form (Previously Non-Financial Amendment Form)
Use this form if you are correcting or updating the names of the scholar or planholder.

Beneficiary Change Request Form (Previously Non-Financial Amendment Form)
Use this form if you are adding, deleting or changing the death beneficiaries of your policy.

Converted SLOCPI Request Form – Currency Conversionv2.0 - New Form  
Use this form if you want the termination value of your Pre-Need plan deposited to a specific bank account.

Surrender of Plan Agreement Form  
Use this form if you choose to terminate your Pre-Need plan.